This Documentation will help to do the repossession actiondocumentation will walk you through the process of recording the pending repossession.
The roles that
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may have this access are:
MVP Admin,
MVP Senior.Admin
Sales
Field Technician
Field Management
Back Office Management
Call Centre Basic
Call Center Advanced
We record repossession when a customer is defaulted, the system triggers the repossession action automatically and record records the pending action.
Step1: To navigate pending record repossession
On the customer page, click the Go to account details in the transaction under Accounts.
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At the bottom of the page , A pending action for the repossession will be available:
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Step2:
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Fill in the repossession details:
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Date of repo
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Staff who did the repo
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Provide the CU No.
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The condition in which the return products are in
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Step3:
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Update the returned product quantity:
Update the repossessed/returned qty. If the number is less than to the given qty, the difference will be marked as lost.
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The repossed quantity should be a positive intiger (number) and cannot be greater than the Qty number |
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And click on Save to submit the repossession form.
Step4:
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Using Actions to Sort Pending Repossession
Alternatively, you can record or confirm the repossession by going to using the 9 dots menu>Choose Actions>Filter with Action type “Pending Repossession“:
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Then choose the customer need to record the repossession
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Then click on Record Repossession:
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-dot menu, selecting actions, and filtering with the action type "Pending Repossession”:
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If you want to see all pending repossessions for a specific fulfillment center, simply choose "fulfillment center" in the select criteria.
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Then select the customer who must record the repossession.
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Then click Record Repossession:
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It will take you to Step2 of the first method:
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Step 5: Customer profile updated after recording repossession.
After the repossession is recorded. Some of the information in the customer profile will be updated.
Such as below:
Statuses
Account Status: From Defaulted to Inactive
Contract status: from Active to Terminated
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Product Action
Recorded Repossession will be moved to Done.
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When a repossessed action is triggered, products from a completed, canceled, and/or void contract, will not be part of the products to be repossessed. |